Relationship Banker Rochester Northwest

Wells Fargo & Company•Rochester, MN

3d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across segments, including affluent customers, as their primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery conversations, proactive engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking. The position works in a collaborative branch environment with ongoing coaching and supports customers as their financial needs become more complex. A temporary Relationship Banker LP (license pending) position may be used until licensing and SAFE requirements are successfully completed; employees then transition to the Relationship Banker (SAFE) role.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe. The SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is additionally required within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies.
Must meet enhanced financial fitness and criminal background standards. Required FINRA licenses must be obtained and maintained for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to educate customers about self-service and mobile banking options.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate issues and make sound risk decisions.